Balanced Portfolio Recommendation: Lithium Reduction
the combination of oversupply, moderated demand growth, geopolitical instability, and environmental challenges has contributed to the downward trend in lithium stocks.
Sell
Alpha Recommendation: Take Profit (+18%) Liontown Resources Ltd (LTR)
Liontown Resources (LTR) operates as a Battery Minerals producer, targeting the Electric Vehicle and Energy Storage industries in Western Australia. Take Profit (+18%)
Balanced Portfolio Recommendation: Sell 3% Incitec Pivot Ltd (IPL)
Sell 3% of Incitec Pivot Limited (ASX: IPL). The ongoing divestment of its Fertilisers business introduces significant complexity and uncertainty, impacting financial stability.
Balanced Portfolio – Physical Silver (ETPMAG) Trim, Take Profit (+23%)
The recent run in Silver and the “store of value” trade is at odds with the interest rate outlook and we will likely see a pullback as geopolitical tensions ease
Balanced Portfolio Risk Reduction: Strategy update
After an unbroken 6 months rally, a number of factors are now compounding to weigh on global equity markets
Alpha Recommendation: Sell Take Profit – Droneshield (DRO)
Our initial buy recommendation was at $0.72. Since then, DRO has experienced a decent upside move, largely due to the escalating situation in the Middle East, which has amplified the need for DroneShield’s offerings. With the share price now touching $0.95, our designated exit point, we have achieved a profit of 31.95%.
Balanced Portfolio Recommendations: SELL – Clinuvel (CUV)
We recommend selling CUV due to the current broader market weakness, with the goal of moving to a cash position to mitigate risk and capitalize on potential future buying opportunities.
Balanced Portfolio Recommendations: SELL Take Profit – Treasury Wine Estate (TWE)
Treasury Wine Estates will lift prices of its top-tier Penfolds products as export demand rises and as Beijing lifts restrictions on wine from Australia.
Balanced Portfolio Recommendation: Sell 1.5% Duxton Water (D2O)
With Large amounts of rain predicted in Central NSW over the coming week, the urgency to exit Duxton has increased.
This coupled with the emergence of La Niña will bring wetter conditions to country Australia
Balanced Portfolio Recommendation: Sell Take Profit – Resmed (RMD)
Sell Take Profit – Resmed (RMD). RMD is a global company digital health and cloud-connected medical devices. The Company design innovative solutions to treat and keep people out of the hospital, empowering them to live healthier, higher-quality lives. Also, its digital health technologies and cloud-connected medical devices transform care for people with sleep apnea, chronic obstructive pulmonary disease, or COPD, and other chronic diseases
Balanced Portfolio Recommendations: SELL Take Profit Half of Position – Treasury Wine Estate (TWE)
TWE has done very well over the last month and reporting was as expected. We are trimming half the position to lock in profits and looking to get back in if the stock falls.
Balanced Portfolio Recommendation: Sell Trim – Mineral Resources (MIN)
Sell Trim – Mineral Resources (MIN). MIN is a mining services company with a portfolio of mining operations across lithium and iron ore. MRL has been providing safe, high-quality, low-cost mining, mining construction and mining infrastructure services in Australia. The business consists of three core pillars Mining Services, Commodities and Innovation and Infrastructure.